GMD ($6.1B) - Genesis met FY26 guidance with 285koz gold at AISC $2.5k–2.7k/oz, commenced mining at Tower Hill, and closed with $520m cash | ▲ 10%

VAU ($4.3B) - Vault produced 337koz gold in FY26 (Q4: 89.3koz), meeting guidance, and closed with $842m cash and bullion, no debt and fully unhedged | ▲ 6%

EMR ($3.6B) - Emerald named MACA Mining for Dingo Range Gold project, WA ($563m), and extended Okvau Gold Mine, Cambodia, to Feb 2030

CIA ($2.2B) - Champion Iron confirmed a C$0.02 ordinary dividend ($0.0204 equivalent)

CYL ($1.3B) - Catalyst Metals produced 31.8koz gold in the quarter and 104koz for FY26, closed with $323m cash and bullion (+$46m QoQ), and is debt-free with a $100m undrawn facility | ▲ 12%

LGF ($912m) - L1 Gold Fund set 30 June NTA per share at $1.75 pre-tax and $1.85 after-tax

BOE ($480m) - Boss Energy produced 1.4Mlb U₃O₈ in FY26 and brought forward the Honeymoon feasibility study and MRE update to end-August | ▲ 8%

SMI ($449m) - Santana Minerals requested the EPA resume FTA processing on 17 Aug, with Expert Panel decision expected by 17 Dec

SVL ($277m) - Silver Mines submitted updated BDAR and RFI for Bowdens Silver DA, enabling referral to the NSW IPC for redetermination

GVF ($268m) - Staude Capital Global Value Fund estimated a 1.2% June return, with pre-tax NTA $1.31/share

TLG ($120m) - Talga commenced Talnode-C anode sales to Nyobolt under a 3,000t offtake, with the balance from a plant targeting 2027 construction pending FID | ▲ 24%

OSM ($107m) - Osmond Resources expects a maiden MRE and Scoping Study for Orin EU Critical Minerals this quarter, plus a PFS-level MREC

MTH ($44m) - Mithril updated the Copalquin mine-constrained, diluted MRE: 3.4Mt at 3.2 g/t Au, 77.8 g/t Ag (indicated) and 1.4Mt at 2.2 g/t Au, 73.6 g/t Ag (inferred); 75% indicated (464koz AuEq, 151koz inferred)

AUQ ($35m) - Alara said villagers appealed the dismissed Al Wash-hi Majaza case, with a hearing due early November; operations in Oman continue

CATL to establish new mining unit amid lithium price volatility, focusing on sodium-based batteries (Bloomberg)

Agnico Eagle suspends Quebec pit mining, flags production hit (Mining.com)

Copper to hit speed bump from data centre pushback & aluminium pivot (AFR)

LME considers easing rules to boost Hong Kong as metals hub (Reuters)

Germany should stop shutting off coal plants, grid operator says (Bloomberg)

Hudbay gains Peru approval to further increase Constancia mill throughput (Mining.com)

Fortescue faces standoff with China Mineral Resources Group over low-grade iron ore pricing (The West)

Eldverton copper mine tailings repurposed as fertiliser, offering 50Mt potential in WA (BN)

BHP plans $1.5B investment to restart Cerro Colorado copper mine in Chile after water permit denial (Mining.com)

US DOE awards $75m to five projects for rare earth recovery from coal feedstocks (Mining.com) University of North Dakota, Valor Metals, CONSOL Innovations, American Resources and Peabody

Bids land for Northern Star as board turns new page (Australian) + CEO with $5.6m takeover parachute (AFR) Gold Fields named as suitor

Lundin-backed Faraday Copper acquires San Manuel copper project in Arizona from BHP for $500m in shares (Globe)

UAE's IHC and Adani Group plan $11.5B aluminium project JV in India's Odisha (Reuters)

TEA ($2.3B) - Tasmea completed the acquisition of Maxim Group, issuing 12m shares at a deemed $6/share as part of the consideration

CRS ($71m) - Caprice completed the sale of 75% of the West Arunta project to Maverick Minerals Australia for $2.7m cash, retaining 15–25% and free-carried

Boliden in talks to acquire Votorantim's controlling stake in Nexa Resources (Mining.com)

China Resources New Energy more than doubles in debut after Asia's biggest IPO of 2026, raising US$3.6B (Reuters)

KGL ($162m) - KGL Resources opened an entitlement offer to raise $120m at $0.20 (25.2% discount) to fund the Jervois Copper construction

NMR ($57m) - Native Mineral Resources raised $3.5m via convertible note from Lind at $0.066 conversion for working capital, secured by first‑ranking mortgage

Democratic Republic of Congo plans first stock exchange to attract investment amid AI mineral demand (Bloomberg)

You can feel the bid-ask spread closing on more gold M&A

BMC ($783m) - Victor Smorgon Group lifted its stake in BMC Minerals to 11.2%

GL1 ($120m) - Global Lithium appointed Brian Thorpe CFO from 15 Aug

EM3 ($82m) - EMC Gold appointed Spain-based Agne Ahlenius as CEO, with Alberto Lavandeira as chair

ZNC ($60m) - Zenith Minerals director Euan Jenkins accepted Forrestania Resources' takeover, tendering 16.9m shares at an implied $0.132

Ferg’s Finds (Trader Ferg) + Going deeper on the Almond’s play we’ve previously discuessed

Coking coal miners caught between India's surging demand & Australia's taxes (Reuters op-ed)

This is a gold miner pretending the wolves aren’t at the door (Australian) NST

The Cardinal Sin - Portfolio Review Q2 2026 (Le Shrub) It’s all nonsense